Purchases and Sales Made in Q4 2024 in World Gold Trust (GLDM)
This table provides information about the institutional ownership of World Gold Trust (GLDM) during Q4 2024. The information is specifically focused on institutions that hold shares of World Gold Trust.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.75K+ 29.82% |
$88.6K - $96.4K
|
7.6K
$442K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.72KNew |
$87.4K - $95.1K
|
1.72K
$100K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.67K+ 3.14% |
$84.7K - $92.2K
|
54.8K
$3.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
1.6KNew |
$81.2K - $88.4K
|
1.6K
$93K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.58K+ 9.09% |
$80.3K - $87.4K
|
19K
$1.1M
|
|
|
Feb 11, 2025
Q4 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
1.57K+ 6.89% |
$79.8K - $86.8K
|
24.4K
$1.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.52KNew |
$77K - $83.8K
|
1.52K
$88.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.51K+ 9.71% |
$76.7K - $83.5K
|
17.1K
$993K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
1.44K+ 1.4% |
$73.3K - $79.8K
|
104K
$6.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
1.42K+ 97.12% |
$71.8K - $78.2K
|
2.87K
$167K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.35KNew |
$68.5K - $74.6K
|
1.35K
$78.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.27K+ 8.63% |
$64.7K - $70.4K
|
16K
$933K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.24K+ 1.18% |
$62.9K - $68.4K
|
107K
$6.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
1.18K+ 1.39% |
$59.6K - $64.9K
|
86K
$5M
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.16K+ 1.96% |
$58.9K - $64.1K
|
60.2K
$3.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
1.14K+ 4.18% |
$57.8K - $62.9K
|
28.4K
$1.65M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
1.07K+ 0.85% |
$54.2K - $58.9K
|
127K
$7.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.07KNew |
$54.2K - $58.9K
|
1.07K
$62K
|
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
1.04K+ 7.49% |
$52.8K - $57.5K
|
14.9K
$869K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
1.02K+ 3.91% |
$51.7K - $56.2K
|
27.1K
$1.57M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.01K+ 8.37% |
$51.4K - $55.9K
|
13.1K
$762K
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
1K+ 1.85% |
$50.8K - $55.2K
|
55K
$3.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Pecaut & Co.
|
BUY
|
- |
887+ 8.47% |
$45K - $49K
|
11.4K
$661K
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
881+ 1.43% |
$44.7K - $48.7K
|
62.5K
$3.63M
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
872+ 6.37% |
$44.3K - $48.2K
|
14.6K
$846K
|
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
BUY
|
- |
835New |
$42.4K - $46.1K
|
835
$48.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
802+ 2.52% |
$40.7K - $44.3K
|
32.6K
$1.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
800New |
$40.6K - $44.2K
|
800
$46.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
771+ 3.0% |
$39.1K - $42.6K
|
26.5K
$1.54M
|
|
|
Jan 17, 2025
Q4 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
763+ 1.04% |
$38.7K - $42.1K
|
74.1K
$4.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
700New |
$35.5K - $38.7K
|
700
$40.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
668+ 1.29% |
$33.9K - $36.9K
|
52.6K
$3.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
656+ 0.6% |
$33.3K - $36.2K
|
109K
$6.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
598+ 0.79% |
$30.4K - $33K
|
76K
$4.42M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
580+ 43.67% |
$29.4K - $32K
|
1.91K
$111K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
575+ 7.99% |
$29.2K - $31.8K
|
7.77K
$452K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
526+ 5.51% |
$26.7K - $29.1K
|
10.1K
$586K
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
515+ 0.6% |
$26.1K - $28.4K
|
86.8K
$5.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
474+ 0.4% |
$24.1K - $26.2K
|
119K
$6.93M
|
|
|
Jan 15, 2025
Q4 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
464+ 0.78% |
$23.6K - $25.6K
|
59.8K
$3.48M
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
425New |
$21.6K - $23.5K
|
425
$24.7K
|
|
|
Jan 30, 2025
Q4 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
414+ 5.57% |
$21K - $22.9K
|
7.84K
$456K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
369+ 8.69% |
$18.7K - $20.4K
|
4.61K
$268K
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
349+ 0.26% |
$17.7K - $19.3K
|
134K
$7.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
288New |
$14.6K - $15.9K
|
288
$16.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
287New |
$14.6K - $15.9K
|
287
$16.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
273+ 4.51% |
$13.9K - $15.1K
|
6.33K
$368K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
257+ 2.91% |
$13K - $14.2K
|
9.09K
$529K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
246New |
$12.5K - $13.6K
|
246
$14.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
233New |
$11.8K - $12.9K
|
233
$13.5K
|